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Function 1.2: Analysis and Evaluation of Data covers several essential topics that would make a great foundation for your podcast:

Financial Analysis & Modeling: Analyzing individual companies, comparable companies, and specific industry sectors, as well as building spreadsheets and financial models using basic accounting and statistical concepts.

The Balance Sheet: Breaking down assets (such as cash, marketable securities, inventory, PP&E, and goodwill), liabilities (like short-term debt, accounts payable, and long-term debt), and stockholders' equity/net worth (including preferred/common stock and retained earnings).

The Income Statement: Understanding the flow from revenue/sales down to net income, including COGS (fixed and variable costs), SG&A expenses, depreciation/amortization, operating income, and taxes.

The Cash Flow Statement: Exploring the three main pillars: operating cash flow, investing cash flow, and financing cash flow.

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📚 About the Podcast

Real-world finance explained the way exams and real life actually test it.
Ideal for the SIE, Series 7, Series 65/66, and anyone who wants to actually understand money—not just memorize buzzwords.

⚠️ Disclosure

This podcast is for educational purposes only and is not a recommendation to buy or sell any security. Opinions expressed are solely those of the host.

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